by Alexandros Papastergiou | Oct 6, 2026 | Weekly EUA Commentary
The bullish EUA price move to €85.52/t and the approach toward €87/t can be read as a reflection of uncertainty around the direction of the ETS reform. Parliament is targeting a new negotiating position by mid-December which is keeping policy risk high. The strongest...
by Alexandros Papastergiou | Oct 2, 2026 | News
Based on reporting by Adam Smith. The WTO’s decision to establish a dispute panel examining the EU’s Carbon Border Adjustment Mechanism marks an important moment for the future of carbon-based trade policy. Russia initiated the dispute in 2025, arguing that CBAM...
by Alexandros Papastergiou | Sep 25, 2026 | Newsletter
September 25, 2026 | Volume III, Issue 19 | The Fundamental Analytics Carbon Services Team | Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on developments across global carbon markets and climate-related regulation. Our...
by Alexandros Papastergiou | Sep 25, 2026 | News
Based on reporting by Vasil Velev. The EU’s decision to expand CBAM further down industrial value chains is significant because it addresses a fundamental weakness in the original design. If Europe places a carbon cost on imported steel and aluminum but not on...
by Alexandros Papastergiou | Sep 18, 2026 | News
Based on reporting by the European Parliament. The European Parliament’s latest position on CBAM points to it becoming an instrument of industrial and geoeconomic strategy. The proposed expansion from basic materials into hundreds of downstream steel and aluminum...
